Financial Services Client Coordinator

Job Description Description:Join the close-knit, dedicated team serving investment management needs of clients in Portland and beyond. Our office is located in Clackamas off Sunnyside Road. We are seeking a self-starting professional for our full-time Client Services Coordinator position with preference to someone with financial services experience.Are you able to collaborate as a team player within a small group environment, strive for self-improvement and want to contribute your positive energy towards accomplishing a variety of tasks, while also making recommendations for how to improve processes, as necessary? If so, please continue reading to learn more about the position.Essential Duties:Answer and direct incoming calls and faxes;Greet clients, prospects and vendors;Assist with preparation for client meetings;Coordinate client mailings and scheduling;Manage office supplies;Assist in planning, marketing and managing client events (several throughout year);Coordinate travel plans for business partners;Perform general administrative tasks such as filing, scanning;Support other Firm employees;Provide operational project support; andRepresent firm at client events, charitable events, and conferences.Minimum Qualifications:Superior attention to detail;Excellent written and verbal communication skills;Strong organizational skills; andProficient with Microsoft Word and Excel, with a penchant for maintaining style consistency among documents.Preferred Qualifications:Experience with contact relationship management software;Knowledge of how to perform mail-merge operations; andAbility to leverage systems to produce external distribution lists and efficiently manage workflow.Salary:The position offers a market-based salary that is commensurate with years of related experience. Benefits package includes vacation, holiday, sick pay, and retirement plan contributions.Hours: Monday through Friday, 8:30AM to 5:00PM with occasional client events held outside those hours.